Pensions Administration and Advisory Assistant
3 days ago
Are you a skilled Pensions Administration and Advisory Assistant looking for a new challenge? We have an exciting opportunity available at Page Personnel Sales for a professional with strong technical knowledge and experience in pensions administration and advisory services.
In this role, you will provide support to our financial advisory team in preparing and administering financial plans and reports, prepare suitability letters and presentation packs for clients, and perform research to identify suitable financial solutions. You will also be responsible for providing technical support as required, maintaining accurate client records, and ensuring up-to-date knowledge of financial products and industry changes.
This rewarding opportunity comes with a competitive salary of £38,000 per annum, 25 days of holiday leave, and a range of benefits including a company pension scheme and income protection. If you are a motivated and detail-oriented individual with a passion for pensions administration and advisory services, we encourage you to apply.
- About the Job:
- Support the financial advisory team in preparing and administering financial plans and reports.
- Prepare suitability letters and presentation packs for clients.
- Perform research to identify suitable financial solutions and areas for planning.
- Provide technical support to advisers, client service team, and other teams as required.
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